ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,665,704 | -3.9% | 18,514 | 0.0% | 0.07% | -5.1% |
| Q2 2023 | $1,733,650 | +6.7% | 18,514 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $1,624,973 | +6.6% | 18,514 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $1,524,071 | +8.5% | 18,514 | +0.0% | 0.08% | -2.4% |
| Q3 2022 | $1,405,000 | -3.8% | 18,513 | +2.2% | 0.08% | -4.6% |
| Q2 2022 | $1,461,000 | -27.2% | 18,113 | -12.7% | 0.09% | -17.9% |
| Q1 2022 | $2,008,000 | +327.2% | 20,753 | +368.7% | 0.11% | +194.4% |
| Q4 2021 | $470,000 | +10.8% | 4,428 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $424,000 | -3.4% | 4,428 | -3.8% | 0.04% | -10.3% |
| Q2 2021 | $439,000 | +14.3% | 4,603 | +5.1% | 0.04% | -7.1% |
| Q1 2021 | $384,000 | +5.5% | 4,378 | -0.9% | 0.04% | -4.5% |
| Q4 2020 | $364,000 | +10.6% | 4,418 | +97.3% | 0.04% | -2.2% |
| Q3 2020 | $329,000 | +24.2% | 2,239 | +13.1% | 0.04% | +18.4% |
| Q2 2020 | $265,000 | +22.1% | 1,979 | 0.0% | 0.04% | +2.7% |
| Q1 2020 | $217,000 | -18.1% | 1,979 | 0.0% | 0.04% | -9.8% |
| Q4 2019 | $265,000 | +8.2% | 1,979 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $245,000 | +1.7% | 1,979 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $241,000 | +3.0% | 1,979 | +0.1% | 0.04% | -2.4% |
| Q1 2019 | $234,000 | +14.7% | 1,978 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $204,000 | -6.4% | 1,978 | +8.3% | 0.04% | +5.1% |
| Q3 2018 | $218,000 | +5.8% | 1,827 | +0.1% | 0.04% | 0.0% |
| Q2 2018 | $206,000 | +2.0% | 1,826 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $202,000 | -3.3% | 1,826 | -3.2% | 0.04% | -4.8% |
| Q4 2017 | $209,000 | +646.4% | 1,886 | +456.3% | 0.04% | +320.0% |
| Q3 2014 | $28,000 | – | 339 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 110,751 | $10,643,000 | 8.63% |
| SPINNAKER TRUST | 1,040,357 | $99,396,000 | 6.92% |
| Roof Eidam Maycock Peralta, LLC | 163,007 | $15,574,000 | 5.81% |
| Prostatis Group LLC | 64,499 | $6,162,264 | 4.21% |
| C-J Advisory, Inc. | 62,564 | $5,977,000 | 3.21% |
| Consolidated Planning Corp | 34,070 | $3,255,000 | 2.41% |
| Stewardship Advisors, LLC | 63,439 | $6,061,000 | 2.27% |
| Colorado Capital Management, Inc. | 25,647 | $2,990,000 | 2.01% |
| VERITY Wealth Advisors | 21,578 | $2,062,000 | 1.87% |
| Ellevest, Inc. | 174,836 | $16,703,000 | 1.66% |